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Clint Walkner

@Walkner Condon Financial Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$490.105MTotal holdings265
Assets growth rate5.76%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Walkner Condon Financial Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Walkner Condon Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 490.105M in assets, with a quarterly growth rate of 5.76% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Clint Walkner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGROIshares Tr
Recent Activity
Decreased -2.55%
0.31%
$1.473M
23,498 shares@ $62.7 avg price
IEURIshares Tr
Recent Activity
Decreased -6.25%
0.3%
$1.427M
23,420 shares@ $60.94 avg price
EMXFIshares Tr
Recent Activity
Decreased -0.78%
0.3%
$1.421M
35,074 shares@ $40.53 avg price
PICBInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -3.43%
0.27%
$1.315M
56,159 shares@ $23.42 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -7.64%
0.27%
$1.281M
48,999 shares@ $26.15 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -4.51%
0.26%
$1.269M
2,600 shares@ $488.07 avg price
JNKSpdr Ser Tr
Recent Activity
Decreased -48.49%
0.26%
$1.263M
12,911 shares@ $97.79 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -0.63%
0.26%
$1.244M
32,273 shares@ $38.55 avg price
FISRSsga Active Tr
Recent Activity
Decreased -0.28%
0.25%
$1.209M
45,467 shares@ $26.59 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -43.79%
0.25%
$1.178M
23,462 shares@ $50.23 avg price